<p>Our client is a prominent organization within the manufacturing industry, specializing in advanced mobility, propulsion, and drive train technology. Known for engineering excellence, they provide highly reliable and efficient systems designed to perform in demanding environments. With a workforce of more than 500 across multiple sites in Michigan, Ohio, and Indiana, the company has established a reputation for supporting its community and continuing to innovate within the industry. This leadership role is pivotal in optimizing financial performance and supporting strategic business decisions. Acting as a crucial partner to senior management, the FP& A Manager will deliver key financial insights, forecasts, and analytics for operational efficiency and sustainable growth. The role oversees budgeting, forecasting, and financial reporting functions across the organization.</p><p><br></p><p><strong>For immediate inquiries please contact Katie Ruger on LinkedIn or call 616-600-8734!</strong></p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Lead and coordinate annual budgeting, quarterly forecasting, and long-term planning processes.</li><li>Deliver comprehensive financial analysis, variance reports, and performance metrics to support business and program leaders.</li><li>Collaborate with operations, contracts, and program teams to ensure accurate financial tracking and adherence to relevant regulations.</li><li>Develop and maintain advanced financial models for pricing strategies and cost analysis.</li><li>Prepare and present financial outcomes, trends, and strategic recommendations to executive leadership.</li><li>Support internal and external audits to ensure compliance with applicable accounting standards and policies.</li><li>Drive process improvements to enhance efficiency and accuracy in financial planning and reporting.</li><li>Work with cross-functional teams to ensure that financial reporting aligns with business execution and contractual requirements.</li><li>Submit periodic forecasts and financial updates to the corporate headquarters.</li></ul><p><br></p>
<p>Ready to make a meaningful impact in accounting operations? We’re excited to partner with a dynamic organization seeking an experienced professional to join their team and lead vital accounting processes! This is your chance to step into a hands-on role where your financial acumen, leadership, and commitment to accuracy will shine every day.</p><p><br></p><p>For immediate inquiries, please contact Katie Ruger at 616-600-8734.</p><p><br></p><p>What You’ll Do:</p><p><br></p><ul><li>Take charge of the full accounts receivable and payables process—your oversight ensures nothing falls through the cracks!</li><li>Prepare critical accruals and seamlessly tie them back to the general ledger.</li><li>Dive into payroll reporting using EPICOR, bringing precision to every pay cycle.</li><li>Analyze invoice and expense reports, recording key entries that fuel business insights.</li><li>Keep accounting ledgers in top shape by verifying and posting vital transactions.</li><li>Reconcile vendor accounts and monthly statements, ensuring strong vendor partnerships.</li><li>Calculate sales taxes from paid invoices and keep reporting timely and compliant.</li><li>Manage accounts payable records and document prep, following top-notch retention policies.</li><li>Champion data confidentiality to protect organizational value every step of the way.</li><li>Deliver monthly job cost reports for sharp financial visibility.</li><li>Report daily on orders, shipments, and backlog activities—helping teams stay ahead.</li><li>Lead credit analysis and reporting to support thoughtful business decisions.</li><li>Generate financial statements for month, quarter, and year-end, detailing paid/unpaid invoices and all AR activities.</li><li>Support annual audits with precisely prepared data.</li><li>Supply the corporate finance team with essential insights and reports.</li><li>Maintain and enhance gross margin reports for continued profitability.</li><li>Identify, present, and spark improvements within EPICOR and accounting processes.</li><li>Coach and empower the current team—developing talent and encouraging growth.</li><li>Be the trusted backup for both AP and AR functions.</li><li>Stay current in the field by pursuing educational opportunities.</li><li>And much more—the opportunity to make a difference is endless!</li></ul><p><br></p><p><br></p>
We are looking for a detail-oriented Accounting Clerk to join our team in Kalamazoo, Michigan. This role involves handling essential financial operations, including accounts payable, accounts receivable, and data entry tasks. The ideal candidate will have experience with QuickBooks and a strong understanding of financial processes to ensure accuracy and efficiency.<br><br>Responsibilities:<br>• Process and manage accounts payable and accounts receivable transactions accurately and in a timely manner.<br>• Maintain and update financial records using QuickBooks software.<br>• Enter and verify data to ensure consistency and accuracy in financial documentation.<br>• Handle invoice processing and reconcile discrepancies as needed.<br>• Generate financial reports to support decision-making and organizational transparency.<br>• Conduct financial analysis related to investments and budgeting.<br>• Assist in payroll processing to ensure timely and accurate compensation.<br>• Collaborate with team members to improve accounting processes and workflows.<br>• Ensure compliance with financial regulations and organizational policies.<br>• Provide support during audits and other financial reviews.
We are looking for a dedicated and experienced Client Services Associate to join our team in Portage, Michigan. In this role, you will play a pivotal part in supporting our Client Service Managers while delivering exceptional service to our clients. The ideal candidate will be highly organized, detail-oriented, and capable of working independently to ensure client satisfaction.<br><br>Responsibilities:<br>• Collaborate with the investment team to prepare portfolio recommendations and documentation for client meetings.<br>• Participate in client meetings and manage follow-up tasks to ensure seamless communication.<br>• Facilitate the onboarding process for new clients by collecting necessary information and completing required paperwork.<br>• Update and maintain client records in the organization's system, ensuring all data is accurate and current.<br>• Process client requests promptly and accurately, including beneficiary updates, address changes, account transfers, required minimum distributions (RMDs), and money movements.<br>• Execute trades based on recommendations provided by the investment team.<br>• Coordinate with custodians, fund companies, and other financial institutions to address transactions and resolve account-related issues.<br>• Input client information into financial planning software and assist in the analysis and preparation of presentations.<br>• Uphold strict confidentiality of client information and comply with all regulatory standards and guidelines.
We are looking for a detail-oriented Financial Advisor Assistant to join our team in Fremont, Michigan. In this role, you will provide essential support to financial advisors, ensuring seamless client interactions and efficient handling of financial planning tasks. This position offers the opportunity to contribute to a dynamic environment while honing your expertise in financial services.<br><br>Responsibilities:<br>• Assist financial advisors with client meetings by preparing relevant documents and reports.<br>• Manage client communication, both remotely and in-person, to address inquiries and resolve issues.<br>• Support the development and implementation of personalized financial plans.<br>• Conduct research and analysis to provide insights for improved financial strategies.<br>• Handle administrative tasks, including maintaining accurate client records and scheduling.<br>• Collaborate with the team to streamline processes and enhance service delivery.<br>• Utilize financial software and tools to manage data and generate reports.<br>• Participate in sales activities by identifying opportunities and assisting with client acquisition.<br>• Deliver exceptional customer service to ensure client satisfaction and retention.<br>• Stay updated on industry trends and regulations to ensure compliance and provide informed support.
